Creative Financial Designs Inc. ADV Has $290,000 Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Creative Financial Designs Inc. ADV lessened its holdings in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 5.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,768 shares of the company’s stock after selling 834 shares during the period. Creative Financial Designs Inc. ADV’s holdings in Schwab U.S. REIT ETF were worth $290,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in SCHH. Atria Investments Inc grew its position in shares of Schwab U.S. REIT ETF by 21.2% during the 3rd quarter. Atria Investments Inc now owns 20,684 shares of the company’s stock worth $479,000 after purchasing an additional 3,625 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. grew its position in shares of Schwab U.S. REIT ETF by 34.0% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 35,798 shares of the company’s stock worth $829,000 after purchasing an additional 9,080 shares in the last quarter. Commerce Bank lifted its holdings in shares of Schwab U.S. REIT ETF by 35.5% during the 3rd quarter. Commerce Bank now owns 21,585 shares of the company’s stock worth $500,000 after acquiring an additional 5,654 shares during the period. Citizens Financial Group Inc. RI bought a new stake in shares of Schwab U.S. REIT ETF during the 3rd quarter worth approximately $209,000. Finally, Wrenne Financial Planning LLC lifted its holdings in shares of Schwab U.S. REIT ETF by 14.3% during the 3rd quarter. Wrenne Financial Planning LLC now owns 41,588 shares of the company’s stock worth $964,000 after acquiring an additional 5,200 shares during the period.

Schwab U.S. REIT ETF Trading Up 0.1 %

Shares of Schwab U.S. REIT ETF stock opened at $21.55 on Thursday. The company has a 50 day moving average of $21.41 and a 200-day moving average of $22.06. Schwab U.S. REIT ETF has a 1-year low of $18.45 and a 1-year high of $23.66. The company has a market cap of $7.56 billion, a PE ratio of 32.19 and a beta of 1.06.

Schwab U.S. REIT ETF Company Profile

The Schwab U.S. REIT ETF (SCHH) is an exchange-traded fund that is based on the Dow Jones Equity All REIT Capped index, a market-cap-weighted index of US real estate investment trusts, excluding mortgage REITs and hybrid REITs. SCHH was launched on Jan 13, 2011 and is managed by Charles Schwab.